Client Support & Scheduling Specialist

Description

Summary: This client-facing role involves managing inbound inquiries, following up with leads, and scheduling appointments to ensure operations are organized and opportunities are not missed. Highlights: 1. Phone-first, client-facing role impacting company pipeline 2. Focus on lead management, appointment setting, and administration 3. Opportunity to work independently and maintain organized operations **Job Title: Client Support \& Scheduling Specialist****Location:** Remote **Working Hours:** U.S. Business Hours **Employment Type:** Full\-Time **About the Role** We are hiring a **Client Support \& Scheduling Specialist** to support day\-to\-day operations and ensure leads are handled quickly, professionally, and efficiently. This is a **phone\-first, client\-facing role** where you will manage inbound inquiries, follow up with leads, and schedule appointments that directly impact the company’s pipeline. You will play a key role in keeping operations organized and ensuring no opportunity is missed. If you are confident on the phone, highly organized, and proactive — this role is for you. **Key Responsibilities****Phone \& Lead Management*** Handle inbound and outbound calls in a professional and engaging manner * Follow up with leads promptly and consistently to maximize conversion * Qualify leads based on defined criteria and move them through the pipeline * Maintain accurate and up\-to\-date records of all interactions in the CRM **Appointment Setting \& Calendar Management*** Schedule and confirm appointments between leads and internal team * Manage and maintain calendars to avoid conflicts or missed opportunities * Send reminders and follow up with prospects ahead of scheduled appointments * Handle rescheduling and cancellations efficiently and professionally **General Office Administration*** Support daily administrative tasks to ensure smooth operations * Manage emails, correspondence, and follow\-ups as needed * Maintain organized digital records and systems * Assist with additional operational needs as they arise **Key Requirements****Non\-Negotiables*** Based in **Latin America** with **fluent, neutral, professional English** * Strong and confident phone presence — clear communication is critical * Proven experience in **appointment setting, customer service, or administrative roles** * Highly organized with strong attention to detail * Self\-motivated and able to work independently * Comfortable working **U.S. business hours** * Experience using a **CRM system** to track leads and interactions **Nice to Have*** Experience in **home services or contractor industries** (HVAC, roofing, landscaping, etc.) * Familiarity with **Google Calendar, Calendly, or similar tools** * Experience handling **U.S.\-based clients** **What a Typical Day Looks Like*** Respond to inbound leads and inquiries * Follow up with prospects to move them toward booked appointments * Manage and update the calendar * Log all activities in the CRM * Coordinate with internal team on scheduling * Support ongoing administrative tasks Execution, organization, and consistency drive success in this role. **KPIs You’ll Be Measured On*** Number of qualified appointments booked * Lead response time * Appointment show rate * CRM accuracy and activity tracking * Pipeline movement and efficiency **Tech Stack \& Tools*** CRM systems (HubSpot or similar) * Scheduling tools (Google Calendar, Calendly) * Communication tools (phone, email) **Interview Process*** Application Review * Initial Screening * Role\-Specific Interview * Final Interview